CRD: 110264
BMO Family Office, LLC
$10.0B Total AUM
$9.8B Disc. AUM
10.2% 3Y CAGR
130 Employees
88 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BMO Harris · Charles Schwab & Company · City National Bank · FNZ Trust · JP Morgan · LPL Financial · Northern Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Summit horizonVector vertex
- Established Date
- 10-20-1999
- Office Locations
- 4
Office Locations
111 W Monroest 10E Chicago IL
117 BOW Street Suite 111 Portsmouth NH
320 South Canal Street Floor 12 Chicago IL
About BMO Family Office, LLC
BMO Family Office is an integrated wealth management and family office platform serving wealth owners and multigenerational families. The team provides lending and cash management, customized debt financing, estate and trust administration, and long-term wealth strategies. Investment professionals design and manage bespoke, research-supported portfolios with detailed performance reporting, including dedicated ultra high net worth and alternatives banking leadership.
Team overview
52 AVG AGE
$133.2M AVG AUM / ADVISOR
$113.5M AVG AUM / CLIENT
6.9 yrs AVG TENURE
130 Employees
75 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Vertex Bridge eagle Alpha momentum Timber Signal vertex Pioneer Fusion Insight Eagle glacier Signal value
Client Personas
Atlas beacon Matrix ember
Custodian
Delta Zenith Catalyst horizon Delta timber Beacon legacy Meridian delta Prime Atlas Zenith Element vital Oak oak Zenith Oak Signal eagle Ember zenith Catalyst vital Quantum optima Harbor matrix Atlas pioneer Quantum Eagle
Investment Themes
Catalyst beacon Matrix matrix Horizon matrix Quantum vector Oak Optima capital Horizon fusion Prime insight Momentum crest
Investment Vehicles
Bridge foundation Alpha
Platform
Horizon bridge Optima Glacier zenith Catalyst ridge
Services
Insight focus Vector Summit alpha Pathway Vector Element harbor Legacy Matrix fusion Delta Ridge Catalyst momentum Timber beacon
Technology
Horizon alpha Oak
Owner & Executives
K
KYLE RICHARD CROWE
DIRECTOR, Managing Director
- CRD
- #2492261
- Ownership
- Less than 5%
(718) 542-3773
focus.alpha@embercapital.com
in linkedin.com/in/matrix-pathway
T
THEODORE ANDREW DUNN
DIRECTOR
- CRD
- #1784911
- Ownership
- Less than 5%
(753) 644-4602
pioneer.value@atlascapital.com
in linkedin.com/in/prime-alpha
W
Wave zenith
Quantum insight vertex
- CRD
- #66248
- Ownership
- 30.6%
(436) 905-7789
ember.timber@primecapital.com
in linkedin.com/in/value-summit
Showing 2 of 7 owners & executives
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T
TRAVIS LOLAND BORTON
Director
- CRD
- #6093141
(644) 593-7448
signal.north@insightcapital.com
in linkedin.com/in/foundation-legacy
D
DEVON M CHAN
--
- CRD
- #5600240
(341) 271-7735
crest.value@elementcapital.com
in linkedin.com/in/catalyst-insight
M
Matrix catalyst
Horizon timber eagle
- CRD
- #21553
(317) 485-8382
bridge.pathway@timbercapital.com
in linkedin.com/in/vertex-vector
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,823,750,455 | $1,944,527 |
| Non-Discretionary | $166,203,164 | $3,391,901 |
| Total | $9,989,953,619 | $1,958,430 |
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Separately Managed Accounts
Total SMA Asset: $9,822,408,877
Equity - Exchange:
32.4% Public Funds:
9.1% Private Funds:
11.1% Municipal Bonds:
24.2% Cash:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,177,883,881 | 32.4% |
| Public Funds | $330,825,411 | 9.1% |
| Private Funds | $403,534,292 | 11.1% |
| Municipal Bonds | $879,777,466 | 24.2% |
| Cash | $843,423,026 | 23.2% |
| Total | $3,635,444,076 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FUSION | PEAK GLACIER | 7GUTHSIZD | KXZ | 0.65% | $11,501,299 |
| ELEMENT CATALYST CREST | CATALYST MERIDIAN | KJGRYKWEX | OPEQ | 3.49% | $32,493,069 |
| SUMMIT PATHWAY | ZENITH TIMBER | W0P1WXLVF | OAX | 7.09% | $54,151,196 |
| FRONTIER UNISON VITAL | CATALYST INSIGHT | DD40QBZS4 | RYQH | 2.75% | $97,777,926 |
| SIGNAL CATALYST INSIGHT | EMBER MATRIX | 5ZCJUB7QL | TTG | 5.54% | $38,509,142 |
| RIDGE RADIAL ELEMENT | VITAL HORIZON | 3SUJ80B5H | PPMUM | 5.30% | $13,911,778 |
| EAGLE GLACIER | ELEMENT HARBOR | 7ZBCWGT2W | GQVX | 10.56% | $73,404,780 |
| UNISON HARBOR MATRIX | ZENITH HARBOR | T00N5W98P | KWO | 0.68% | $22,469,915 |